BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$79.9K 0.01%
5,465
327
$79K 0.01%
8,500
328
$78.9K 0.01%
1,190
-28
329
$78.8K 0.01%
1,089
-1,785
330
$78.8K 0.01%
4,000
331
$78.2K 0.01%
2,148
332
$78.1K 0.01%
434
333
$77.3K 0.01%
761
334
$76.9K 0.01%
2,286
335
$75.9K 0.01%
6,245
-100
336
$75.4K 0.01%
2,500
337
$75.2K 0.01%
4,000
338
$74.6K 0.01%
1,350
339
$74.4K 0.01%
525
340
$74.3K 0.01%
869
-30
341
$74.3K 0.01%
2,671
-2,500
342
$74.1K 0.01%
349
343
$74K 0.01%
496
344
$73.7K 0.01%
2,740
-2,500
345
$73.7K 0.01%
10,000
346
$72.8K 0.01%
1,600
347
$70.7K 0.01%
651
348
$70.2K 0.01%
182
349
$69K 0.01%
2,400
350
$68.8K 0.01%
1,932
-450
12 13
14
15 16